Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,352 | $53,546-75.1% | $69,890-80.9% | $68,490-80.5% |
| Participation rate | 66.7% | 64.5%+2.1pp | 70.5%-3.8pp | 67.9%-1.2pp |
| Annual return | -23.22% | -13.87%-9.3pp | 190.84%-214.1pp | -7.85%-15.4pp |
| Employer contribution / active EE | $2,220 | $2,019+10.0% | $2,560-13.3% | $2,597-14.5% |
| Participant deferral / active EE | $2,619 | $2,957-11.4% | $3,848-31.9% | $4,028-35.0% |
| Admin fee / account holder | $103 | $4,693-97.8% | $6,267-98.4% | $5,403-98.1% |